Financial Services Advisor

5 days ago


Boston, Massachusetts, United States Lincoln Investment Full time
Job Overview

We are seeking a talented Financial Services Advisor to join our team in the Greater Boston area. As a Financial Services Advisor, you will work closely with a senior Financial Professional and acquire new clients utilizing current school district 403(b) and 457 payroll slots.

The successful candidate will have a strong ability to be a self-starter, demonstrate high skill with relationships, and possess the key competencies required to be a successful Financial Professional. They will also be able to generate leads, set and hold productive meetings, present and implement solutions, and provide ongoing client support and service.



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